Easy monitoring of results with dynamic maps
Helping sales representatives find prospects and gain new clients
Giving managers an overview of the field to help them set better goals.
The Crédit Agricole Centre France is the first bank in the central region of France, with more than 860 000 clients and 226 sales points. The company covers five French departments and has more than 344 000 members and several core businesses in banking, insurance and real estate. Learn more.
Valérie Planella joined the Crédit Agricole Centre France 19 years ago and occupied several positions (in networks, training, marketing…) before joining the Geomarketing department 4 years ago. Now she creates maps and atlases for various entities within the Regional fund.
« We are the only C&D users in the Crédit Agricole Centre France, but we create maps for several departments within the company. In a way, we work as service providers to create the maps and applications they need. »
“When I arrived in the Geomarketing department, the team used MapInfo. We switched to C&D three years ago: at the time, we needed a powerful geocoding tool. We wanted to geolocate our network and clients ourselves, without resorting to a service provider, which saves the company money. We compared the software on the market, and decided C&D was the most user-friendly, efficient and dynamic solution.”
“I create a lot of maps for the Insurance department of the company, to help them monitor results, discount rates and coverage rates. I put the maps at the disposal of professional advisors as dynamic atlases, so that they can navigate between the different levels. They can drill down from the level of the fund, to the managing agency, down to the finest level: the point of sale. Sometimes I make static maps, but we usually use atlases to create interactive and dynamic maps which allow the user to browse the various levels.”
“For our sales network, we created a comprehensive mapping application called GeoBoxPro. It’s an atlas that our sales representatives can access via our Intranet. The GeoBoxPro complements a preexisting application created in 2011, the Conquête Box Pro, which is a web application containing the data we have on our prospects. Our advisors can manage their conquest strategy freely and prepare their field visits and prospection. The GeoBoxPro is interactive and locates prospects for each agency. Advisors can access the map and zoom in on their sector. They can also filter the displayed prospects depending on their industry, depending on whether their phone number is available in the application (for telephone prospecting)…”
“The essential information about prospects is available in popup cards, so that sales representatives have everything to hand. They can also enrich the content of the Conquête Box application directly from the map, simply by clicking on a link in the contact popup card. The link opens a web form where sales representatives can enter additional information after meeting prospects, with their consent. All these modifications are updated thanks to a daily generation of the GeoBoxPro planned directly from the Articque web atlas.”
“Finally, I create atlases for managers: they contain socio-demographic data provided by the French National Institute of Statistics and Economic Studies, as well as sales data. This allows managers to view KPIs for each geographic area and to take into account the reality of the field when they define sales goals. Managers can view their own area and zoom in to the finest level (the point of sale). They have all the necessary information to make decisions and set their goals, in a single interface.”
“I create a lot of maps for the Insurance department of the company, to help them monitor results, discount rates and coverage rates. I put the maps at the disposal of professional advisors as dynamic atlases, so that they can navigate between the different levels. They can drill down from the level of the fund, to the managing agency, down to the finest level: the point of sale. Sometimes I make static maps, but we usually use atlases to create interactive and dynamic maps which allow the user to browse the various levels.”
“For our sales network, we created a comprehensive mapping application called GeoBoxPro. It’s an atlas that our sales representatives can access via our Intranet. The GeoBoxPro complements a preexisting application created in 2011, the Conquête Box Pro, which is a web application containing the data we have on our prospects. Our advisors can manage their conquest strategy freely and prepare their field visits and prospection. The GeoBoxPro is interactive and locates prospects for each agency. Advisors can access the map and zoom in on their sector. They can also filter the displayed prospects depending on their industry, depending on whether their phone number is available in the application (for telephone prospecting)…”
“The essential information about prospects is available in popup cards, so that sales representatives have everything to hand. They can also enrich the content of the Conquête Box application directly from the map, simply by clicking on a link in the contact popup card. The link opens a web form where sales representatives can enter additional information after meeting prospects, with their consent. All these modifications are updated thanks to a daily generation of the GeoBoxPro planned directly from the Articque web atlas.”
“Finally, I create atlases for managers: they contain socio-demographic data provided by the French National Institute of Statistics and Economic Studies, as well as sales data. This allows managers to view KPIs for each geographic area and to take into account the reality of the field when they define sales goals. Managers can view their own area and zoom in to the finest level (the point of sale). They have all the necessary information to make decisions and set their goals, in a single interface.”
“At first, we spent time creating atlas templates; but once it was done, it saved us a lot of time. The mapping analysis model is ready: you just have to update your data file, and everything is updated automatically. The atlas is available with the same url, and users can access it easily.
What is more, using atlases is pleasant, intuitive and fun. It’s much easier for our teams to use these applications than an Excel file! It’s reactive and visually striking. The interface makes monitoring KPIs and highlighting data much easier: it’s DataViz.
About the GeoBox Pro, users see a real difference in the preparation of their field visits and in the effectiveness of their strategy to gain market shares. The use of the application is in its first phase: it’s still new, but we can already observe that this new tool caused a clear increase in the use of data by our sales representatives.”
“We appreciate that the software is updated regularly, and especially that the updates take our feedback into account for the evolution of the software.
The Assistance team is very receptive to our questions, and to those of our development team.
Generally speaking, Articque offers efficient training and follow-up services.”
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